LWP
Lumature Wealth Partners’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-166
| Closed | -$12.5K | – | 422 |
|
|
2022
Q4 | $12.5K | Sell |
166
-1,122
| -87% | -$84.4K | 0.01% | 295 |
|
|
2022
Q3 | $96K | Sell |
1,288
-817
| -39% | -$60.9K | 0.05% | 195 |
|
|
2022
Q2 | $161K | Sell |
2,105
-15,473
| -88% | -$1.18M | 0.07% | 185 |
|
|
2022
Q1 | $1.37M | Buy |
17,578
+123
| +0.7% | +$9.61K | 0.55% | 44 |
|
|
2021
Q4 | $1.42M | Sell |
17,455
-153
| -0.9% | -$12.4K | 0.55% | 36 |
|
|
2021
Q3 | $1.45M | Buy |
17,608
+548
| +3% | +$45.2K | 0.59% | 33 |
|
|
2021
Q2 | $1.41M | Buy |
17,060
+1,482
| +10% | +$123K | 0.58% | 35 |
|
|
2021
Q1 | $1.29M | Buy |
15,578
+8,238
| +112% | +$680K | 0.68% | 33 |
|
|
2020
Q4 | $611K | Buy |
+7,340
| New | +$611K | 0.58% | 48 |
|